AWM
MESO

Aries Wealth Management’s Mesoblast MESO Stock Holding History

Aries Wealth Management’s Portfolio MESO Stock Details MESO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$11K – 212
2023
Q4 		$11K Hold
5,000
– – ﹤0.01% 199
2023
Q3 		$12.4K Hold
5,000
– – ﹤0.01% 198
2023
Q2 		$39.1K Hold
5,000
– – 0.02% 198
2023
Q1 		$32.9K Buy
+5,000
New +$33.1K 0.01% 192

Other funds holding MESO

Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIC
Chase Investment Counsel Charlottesville, Virginia $381M AUM 69.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aries Wealth Management's MESO Position: Q1 2024 in Review

Aries Wealth Management sold out of Mesoblast (MESO) in Q1 2024, closing a stake of 5,000 shares — an estimated $11K sold.

Aries Wealth Management first reported a position in MESO in Q1 2023 and held it in 4 quarters. The position peaked at $39.1K in Q2 2023. 26 funds tracked by Wall St. Rank hold MESO as of Q1 2024.

  • Aries Wealth Management reported no remaining Mesoblast position as of Q1 2024 after selling out during the quarter.
  • Aries Wealth Management sold 5,000 Mesoblast shares in Q1 2024, an estimated $11K.
  • Aries Wealth Management first reported a position in Mesoblast in Q1 2023 and held it in 4 quarters.
  • Aries Wealth Management's Mesoblast position peaked at $39.1K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Mesoblast as of Q1 2024.

Based on Aries Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.